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Individual Tax Planning Topics 4172287D
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An ever-evolving tax landscape means you need to stay on your toes and track those provisions that expire and others that are implemented. Learn to chart legislation and standards updates and guide clients and your practice through these precarious tax times. Follow examples that will demystify AMT; address plans for charitable giving; explore tax-saving strategies for real estate owners and investors; go step-by-step through a Form 1040; and more.

8/25/2017
When: 9:30 AM to 5:00 PM
Where: Webcast
CALCPA
4172287D
United States
Presenter: Karen Brosi, EA, CFP
Contact: April Deneault
801-466-10344


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Curriculums:   Individual Tax Planning and Return Preparation

NASBA Credit Category:  Taxes

CPE Hours:  8

Description

An ever-evolving tax landscape means you need to stay on your toes and track those provisions that expire and others that are implemented. Learn to chart legislation and standards updates and guide clients and your practice through these precarious tax times. Follow examples that will demystify AMT; address plans for charitable giving; explore tax-saving strategies for real estate owners and investors; go step-by-step through a Form 1040; and more. Walk away with ideas that can be used throughout the year to strategize with clients to minimize tax costs.

Materials are provided as an ebook.



Major Subjects

  • Tax planning engagements
  • Interest and dividends tax traps
  • Passive activities
  • The 3.8 percent Medicare Tax on net investment income
  • Social Security
  • Charitable contribution planning
  • AMT
  • IRAs and other tax deferrals
  • California hot topics

Objectives

  • Determine how to integrate year-round tax planning into your practice.
  • Identify techniques for individual tax planning.
  • Identify tax planning opportunities and strategize with your clients about areas that will save them money.

Level:  Intermediate

Designed For

CPAs, attorneys and other tax professionals with individual income tax clients who need tax advice and strategy.

Advanced Prep:

None.

Prerequisite

Basic knowledge in individual income taxes.

Price:

Members: $245

Nonmembers: $375

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